South Georgia Financial Services employs a team of financial professionals with experience in retirement income distribution planning, risk management, and wealth transfer/estate planning.  We are a family of certified, competent, service-oriented and experienced professionals dedicated to helping you reach your personal and financial goals with a full range of top-rated products and solutions designed to meet your specific financial planning needs.

 

 

 

We are fully committed to:

  • Listening to our clients!
  • Helping clients understand their options
  • Helping clients achieve their financial goals through careful, thoughtful and prudent planning
  • Providing highly-personalized service
  • Creating and Preserving Wealth
  • Expanding our expertise through continuing education

Advice is based solely on client’s specific situations and goals. Advice may not be limited to investments alone but may include all aspects of a client's financial situation.

To learn more about how we can help you reach your personal and financial goals through our exemplary advice and products, contact us via our Contact Us page. We look forward to hearing from you!
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

More Newsletters →

Market Watch

July 04, 2009 @ 08:41 AM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91
NYSE Composite 5,775.24- 178.77
AMEX Composite 1,567.05- 26.32
10 Year Treasury Note 3.50- 0.05

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